Fidelity Investments Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return 8.2 1.5 7.1 20.1 2.6
Category Average 7.0 -0.2 6.7 18.1 1.8
Assets for Each Yr* 1,248.9 1,253.5 1,294.1 1,765.5 1,846.9
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 2.58 8.87 10.56

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,846,868 $2,500 3.7 96.3
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.7 49.00 0.73 Below Avg
International Stock 3.1 10.27 1.09 Average
Municipal Bond 3.2 1.88 0.58 Below Avg
Taxable Bond 3.8 15.36 0.64 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
21 26 33
9 8 6
1 13 5
Asset Allocation %
Cash 5.6
Stocks 67.8
Bonds 25.3
Other 1.3
Annual Turnover % 39
% Assets in Top 10 9.7
 
Sector Breakdown (% of stocks) 
Sensitive 41.0
Communication Services 2.0
Energy 5.9
Industrials 9.6
Technology 23.5
Cyclical 37.8
Basic Materials 4.0
Consumer Cyclical 13.6
Financial Services 17.6
Real Estate 2.6
Defensive 21.2
Consumer Defensives 6.3
Healthcare 13.1
Utilities 1.8

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-20-18

  Sector YTD Return % % Net Assets  
  Amazon.com Inc* Consumer Cyclical 55.09 1.62
  Microsoft Corp* Technology 25.22 1.48
  Apple Inc* Technology 13.93 1.41
  Facebook Inc A* Technology 18.97 1.30
  UnitedHealth Group Inc* Healthcare 15.37 0.80
  JPMorgan Chase & Co* Financial Services 5.63 0.65
  Visa Inc Class A* Financial Services 24.02 0.65
  Bank of America Corporation* Financial Services 2.88 0.61
  NVIDIA Corp* Technology 29.81 0.59
  Salesforce.com Inc* Technology 43.67 0.54
  Adobe Systems Inc* Technology 46.96 0.49
  Netflix Inc* Consumer Cyclical 88.09 0.48
  Wells Fargo & Co* Financial Services -5.74 0.44
  Citigroup Inc* Financial Services -6.11 0.43
  Amgen Inc* Healthcare 11.06 0.39
  Berkshire Hathaway Inc A* Financial Services 0.60 0.39
  The Home Depot Inc* Consumer Cyclical 7.90 0.36
  Berkshire Hathaway Inc B* Financial Services -0.73 0.34
  Chevron Corp* Energy -0.54 0.34
  Activision Blizzard Inc* Technology 26.33 0.33
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Best 5-Year Relative Performance | More
07-20-18

Lowest Expenses | More
07-20-18

Longest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Fidelity® Contrafund® William Danoff 28
Fidelity Advisor® Emerging Mkts Inc M John H. Carlson 23
Fidelity® New Markets Income John H. Carlson 23
Fidelity® Growth Company Steven S. Wymer 22
Fidelity® Real Estate Investment Port Steve J. Buller 21

Shortest Manager Tenure | More
07-20-18

Fund Name Manager Name Average Manager Tenure
Fidelity Advisor® Series Small Cap Jennifer Fo 0
Fidelity® China Region Stephen Lieu 0
Strategic Advisers® Fidelity US TtlStk Joseph DeSantis 0
Fidelity® Small Cap Growth K6 Patrick Venanzi 1
Fidelity® SAI International Value Index Louis Bottari 1
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